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SAMFINE CREATION HOLDINGS GROUP LIMITED Announces First Half 2025 Unaudited Financial Results
Globenewswire· 2025-10-31 04:10
HONG KONG, Oct. 30, 2025 (GLOBE NEWSWIRE) -- SAMFINE CREATION HOLDINGS GROUP LIMITED (Nasdaq: SFHG) (the “Company” or “Samfine”), a printing service provider headquartered in Hong Kong, today announced its unaudited financial results for the six months ended June 30, 2025. Overview: Revenue was HK$82.1 million (US$10.5 million) for the six months ended June 30, 2025, representing an increase of 0.2% from HK$81.9 million for the same period in 2024.Net loss was HK$8.5 million (US$1.1 million) for the six mon ...
US interest rates cut as concerns over Trump tariff inflation spike don't materialise
Sky News· 2025-10-30 02:12
美联储利率决策 - 美联储今年第二次降息 将利率下调25个基点至3.75%-4%的区间 [1] - 此次降息是在政府停摆导致经济数据缺失的情况下进行的 [1] 经济数据与政策背景 - 政府停摆导致最新就业数据未能发布 增加了美联储评估经济和实现其双重使命(稳定通胀和维持最大就业)的难度 [2] - 9月份通胀数据为3% 高于美联储2%的目标但低于经济学家预期 未出现螺旋式通胀的担忧为降息提供了条件 [3] - 美联储主席鲍威尔曾警告 由于进口关税增加及相关供应链中断 美国经济增长将放缓且商品将变得更昂贵 [4] 政治压力与央行独立性 - 美联储及鲍威尔主席成为特朗普不满的对象 特朗普曾威胁要撤换鲍威尔 [5][6] - 特朗普以涉嫌抵押贷款欺诈为由试图将利率制定者丽莎·库克免职 引发了对美联储独立性的危机 [5] 市场影响与展望 - 降息预期是推动美国和欧洲股市在投票前几日上涨的因素之一 主要股指创下历史新高 [8] - 预计降息决定将进一步推高股市 [9]
Big Week for Bitcoin as Federal Reserve Decision on Interest Rates Looms
Yahoo Finance· 2025-10-29 19:00
The Federal Reserve will make its latest interest rates decision on Wednesday, in what is shaping up to be a consequential week for Bitcoin. Analysts are widely expecting that the central bank’s chair Jerome Powell will unveil another 0.25 percentage point reduction — to a range of between 3.75% and 4%. And given that the Fed previously signaled that it is pencilling in two further rate cuts for 2025, we’re expecting to see a repeat performance in December too. Generally speaking, lower interest rates a ...
CNBC Daily Open: Hopes of a U.S.-China deal spark a rally
CNBC· 2025-10-28 15:30
U.S. President Donald Trump and China's President Xi Jinping shake hands before their bilateral meeting during the G-20 leaders summit in Osaka, Japan on June 29, 2019.The mere prospect of a U.S.-China trade deal is enough to send markets higher.On Monday stateside, the S&P 500, Dow Jones Industrial Average and Nasdaq Composite closed at record highs — with the broader market index breaking past the 6,800 level for the first time.And that's before an agreement has been signed officially."A lot of the foreca ...
The Trump Market Rollercoaster: Deals, Tweets, and Tariffs, Oh My!
Stock Market News· 2025-10-28 14:00
Ah, the stock market. A bastion of rational thought, meticulous planning, and predictable outcomes. Or, at least, that’s what the textbooks say. In the era of President Donald Trump, however, it’s less a bastion and more a bungee jump, with policy announcements serving as the cord, and the market’s collective stomach serving as the primary indicator of presidential pronouncements. The past few days, culminating on October 28, 2025, have been a masterclass in this particular brand of economic theater, featur ...
Gold Price Tumbles Again While S&P 500 Hits New Record On China Trade Deal Optimism
Forbes· 2025-10-28 04:45
市场指数表现 - 标普500指数上涨12%至6875点 创下历史最高收盘价[1][3] - 以科技股为主的纳斯达克综合指数上涨近2%至23637点 同样创下历史新高[3] - 道琼斯工业平均指数上涨07%至47544点 也创下纪录收盘高位[3] 科技行业及公司动态 - 特斯拉股价上涨43% 阿尔法贝特(谷歌母公司)上涨36% 英伟达上涨28% 领涨标普500指数[3] - 高通公司股价飙升11% 因其宣布将于明年推出自研半导体芯片 直接挑战英伟达的市场地位[5] 大宗商品市场 - 黄金期货价格一度跌破4000美元 当日跌幅超过3%[2] - 黄金价格在过去六个交易日中有五次下跌 继周二暴跌超过5%后(为十多年来最大单日跌幅)持续走弱[2] 贸易政策背景 - 美国与中国在周日就贸易协议达成框架 此举可能避免双方爆发更广泛的贸易战[1][3] - 该框架预示着特朗普总统两周前威胁的100%关税可能被撤回[3] - 贸易紧张局势源于本月初 在中国宣布要求外国公司出口含稀土矿物产品需获政府批准后 特朗普威胁对中国加征100%关税[6] - 2020年至2023年间 中国的稀土储量占全球的70%[6] - 若贸易谈判失败且美国实施新关税 100%的关税将叠加在现有30%的关税之上[6] - 成功的协议可能避免关税上调 并推迟中国的稀土出口限制 同时可能包括恢复中国对美国大豆的采购[6]
EWM: Strong Growth And Notable Discount To Emerging Asia (Rating Downgrade)
Seeking Alpha· 2025-10-27 11:32
Amid trade war concerns and worries of a slowing global economy, Malaysia's economy has received a strong upgrade after performing well in Q3 2025. Moreover, this momentum appears like it will carry into 2026, potentially allowingAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for ...
经济学人-2025-10-25-PDF
经济学人· 2025-10-27 08:31
行业投资评级 - 报告未对特定行业或市场给出明确的投资评级 [3][27][48] 核心观点 - 中国在贸易战中占据上风,其通过有效的报复性措施和建立新的全球贸易规范,增强了自身地位 [52][57][58] - 阿根廷总统哈维尔·米莱面临货币危机和中期选举的关键时刻,其强比索政策已成为经济增长的拖累 [64][66][67] - 全球热带雨林保护形势严峻,但巴西的政策示范表明,通过合理的政策组合可以有效减缓森林砍伐 [77][79][81] - 临时移民计划在发达国家日益受到欢迎,为东道国、来源国和移民本身带来显著利益 [88][90][95] - 老年人屏幕使用时间激增,虽然带来了便利和充实感,但也伴随着网络诈骗和错误信息等社会风险 [106][109][111] 政治章节总结 - 玻利维亚总统选举由中间派罗德里戈·帕斯胜出,承诺扩大私营部门并保护福利计划 [8] - 阿根廷央行与美国财政部签署200亿美元货币互换协议,以在中期选举前稳定经济 [9][10] - 美国与哥伦比亚关系恶化,特朗普威胁提高关税并暂停援助 [11] - 美国对俄罗斯两大石油公司Rosneft和Lukoil实施制裁,旨在阻止其利用石油收入购买武器 [16] - 日本新首相竹本幸子就职,计划推出应对通胀、投资AI和芯片制造的经济方案 [25] 商业章节总结 - 特朗普与澳大利亚总理签署关键矿产和稀土协议,以减少对中国的供应链依赖 [29] - 中国第三季度GDP同比增长4.8%,为一年来最慢增速,国内需求仍然疲软 [30] - 英国9月通胀率维持在3.8%,市场预期央行将在年底前降息 [32] - 法国巴黎银行因向苏丹前总统提供金融服务,被纽约陪审团判定向三名苏丹难民支付2100万美元损害赔偿 [33][34] - 特斯拉第三季度净利润同比下降29%,尽管销售额创纪录,但AI支出增加 [36] - Netflix股价因季度营业利润率低于指引而暴跌,收入同比增长17% [37] - 亚马逊计划扩大机器人使用,预计到2033年将比原计划减少雇佣60万名员工 [41] 中美关系专题总结 - 中国在贸易战中通过熟练的报复和建立新的全球贸易规范占据优势 [52][57] - 中国利用稀土等关键材料的出口管制作为有力武器,对美国高科技制造业供应链构成威胁 [162][165][167] - 贸易战强化了习近平和共产党的国内地位,特朗普的欺凌行为反而印证了其技术民族主义路线的正确性 [58][178][181] - 中美双方缺乏有效的沟通渠道,官方谈判陷入僵局,增加了达成可持续协议的难度 [250][251][256] 行业与公司动态 - 汽车行业:通用汽车上调年度利润预期,尽管因需求放缓而削减电动车产能,导致计入16亿美元费用,股价仍飙升近15%至历史新高 [36] - 制药行业:诺和诺德董事长及六名独立董事因与最大投资者基金会战略分歧而离职,公司在减肥治疗市场落后于礼来公司 [35] - 娱乐与媒体行业:Netflix据称是多家有意竞购华纳兄弟探索公司的企业之一,华纳已拒绝派拉蒙近600亿美元的报价 [39] - 消费品行业:由于美国政府停摆导致SEC无法处理文件,联合利华推迟其冰淇淋业务的分拆上市 [40]
MTG admits prices under Trump ‘have not come down at all,’ says young Americans have ‘no hope’ of buying homes
Yahoo Finance· 2025-10-25 19:45
More than nine months into his second term, President Donald Trump is struggling to deliver on a key campaign promise: making life more affordable. That’s not criticism from a political adversary but an admission from a fellow Republican, Rep. Marjorie Taylor Greene. Must Read "Prices have not come down at all,” Greene said on the The Tim Dillon Show. (1) “The job market is extremely difficult. Wages have not gone up. Health insurance is going up. Home insurance goes up. Rent is going up. Young people h ...
Both U.S. and China need each other's economies at the end of the day, says JPMorgan's Alex Wolf
Youtube· 2025-10-24 19:28
贸易谈判前景 - 对即将到来的贸易谈判期望不高 鉴于双方已采取针锋相对的报复行动 预计此次会谈仅是漫长谈判进程中的一个节点 [3] - 正面结果可能包括在关键议题上达成协议 例如芬太尼、大豆 特别是稀土领域 中国可能同意继续出口稀土 并可能购买美国大豆 [4] - 达成全面重大协议的可能性较低 更可能的结果是达成临时性休战 而非永久性解决方案 [4] 谈判策略与杠杆变化 - 与2017-2018年的贸易战相比 关键变化在于中国杠杆手段的运用和工具的发展 特别是稀土作为关键制约工具的重要性凸显 [4] - 稀土制约点在此前贸易战中并不像现在这样突出 已成为中国拥有的一个关键工具 并且中国已展示出使用此工具的意愿 [4][5] - 美国政府在面对中国增强的杠杆手段时 将不得不做出一些让步 [4] 双方长期战略目标 - 双方的长期目标存在相似性 即减少在关键商品上对彼此的依赖 但同时维持必要的贸易和经济联系 无法完全脱钩 [5][6] - 中国寻求减少对半导体乃至食品等关键商品的依赖 而美国目前则明确希望减少对稀土的依赖 [6] - 双方认识到彼此经济与市场的不可或缺性 目标是在减少依赖的同时 维持已有的制约点和部分贸易往来 [6] 市场影响与双方制约 - 双方经济上的相互依赖可能迫使局势缓和 市场有望消化此影响 出现休战与胶着状态的可能性较高 [7][8] - 双方均认识到存在类似"确保相互摧毁"的制约关系 均拥有关键制约点 因此均有意避免引发严重的经济衰退或市场剧烈波动 [8] - 双方均有动机防止关系急剧恶化 预计将维持一种既存在休战又继续追求长期目标的胶着状态 [8]